When Jim Cramer takes one look at the headlines in the news, he knows that days of the U.S. being the global policeman are coming to an end. That doesn't mean defense and aerospace stocks have to break down as well. In fact, they've been roaring lately!

"You see it is happening. The notion of the U.S. being the global policeman is breaking down," Cramer added

The orders for defense equipment overseas are creating an upside that the "Mad Money" host didn't think was possible. Whether it is peace talks with Iran, or pulling out of Afghanistan and Iraq—these are all feeding into the need for countries to become more independent and invest in defense equipment.

Source: US Air Force

A KC-135 Stratotanker from Fairchild Air Force Base, Wash., refuels a B-1B Lancer during a training exercise Sept. 23, 2014, over South Dakota.

Just take a look at a few highlights in the news recently to see the expansion:

Raytheon received a $2.4 billion Patriot missile order from Qatar, and the stock soared on Monday.